Why SkyWest Stock Is Down 14.7% And What's Next After Lowered Guidance

Simply Wall St.11-01 17:31

SkyWest reported past third quarter 2026 results with revenue of US$1,117.36m and net income of US$119.52m, while cutting its 2026 earnings guidance in response to higher fuel expenses. The airline is...

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The airline is...</p>\n\n<a href=\"https://simplywall.st/stocks/us/transportation/nasdaq-skyw/skywest/news/why-skywest-stock-is-down-147-and-whats-next-after-lowered-g\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why SkyWest Stock Is Down 14.7% And What's Next After Lowered Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy SkyWest Stock Is Down 14.7% And What's Next After Lowered Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-01 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/transportation/nasdaq-skyw/skywest/news/why-skywest-stock-is-down-147-and-whats-next-after-lowered-g><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SkyWest reported past third quarter 2026 results with revenue of US$1,117.36m and net income of US$119.52m, while cutting its 2026 earnings guidance in response to higher fuel expenses. The airline is...</p>\n\n<a href=\"https://simplywall.st/stocks/us/transportation/nasdaq-skyw/skywest/news/why-skywest-stock-is-down-147-and-whats-next-after-lowered-g\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PMDE","symbol_name":"PGIM S&P 500 Max Buffer ETF - December","start_time":0,"source_url":"https://simplywall.st/stocks/us/transportation/nasdaq-skyw/skywest/news/why-skywest-stock-is-down-147-and-whats-next-after-lowered-g","article_id":"2680209334","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/3221000-choice1-card/1789015276128"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/transportation/nasdaq-skyw/skywest/news/why-skywest-stock-is-down-147-and-whats-next-after-lowered-g","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2680209334","pubTimestamp":1793525473,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"SkyWest reported past third quarter 2026 results with revenue of US$1,117.36m and net income of US$119.52m, while cutting its 2026 earnings guidance in response to higher fuel expenses.\nThe airline is pushing ahead with regional jet investment, including a plan for roughly 300 E175 aircraft by 2027, even as near term fuel costs pressure prorate flying economics.\nNext, the focus turns to how SkyWest's trimmed 2026 earnings outlook, driven by fuel costs, reshapes the broader investment...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"PMDE":"PGIM S&P 500 Max Buffer ETF - December","VGFPF":"Vanguard Funds PLC","FEBU":"AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF","RGLO":"Global Equity Active ETF","VOTE":"TCW Transform 500 ETF","GXDW":"Global X Dorsey Wright Thematic ETF","SKYW":"西空航空","DECU":"AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF","BK4008":"航空公司","JOYT":"JPMorgan Equity and Options Total Return ETF","BK4500":"航空公司"},"translate_title":"为什么 SkyWest 股价下跌 14.7% 以及下调指引后的下一步是什么","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RGLO":0.89,"PMDE":0.89,"VOTE":0.89,"SKYW":1.5,"GXDW":0.89,"VGFPF":0.89,"DECU":0.89,"JOYT":0.89,"FEBU":0.89},"content_text":"SkyWest reported past third quarter 2026 results with revenue of US$1,117.36m and net income of US$119.52m, while cutting its 2026 earnings guidance in response to higher fuel expenses. The airline is pushing ahead with regional jet investment, including a plan for roughly 300 E175 aircraft by 2027, even as near term fuel costs pressure prorate flying economics. Next, the focus turns to how SkyWest's trimmed 2026 earnings outlook, driven by fuel costs, reshapes the broader investment narrative.  Spot under-pressure airline contractors like SkyWest and compare them with contracted regional carriers and other capacity providers on our hand picked 33 high quality undervalued stocks. AdvertisementSkyWest Investment Narrative Recap To own SkyWest, you need to be comfortable with a regional airline that leans on long term flying contracts and a push toward a larger E175 fleet, while absorbing fuel and maintenance shocks on a smaller prorate piece. The latest quarter kept revenue and earnings in positive territory; however, the cut to 2026 guidance shows how quickly fuel can squeeze that thesis. Right now the key short term swing factor is whether fuel costs stop eroding the economics of prorate flying while block hours stay reasonably firm under partner contracts. The biggest risk is that fuel and maintenance pressures persist or partner schedule changes limit flying, which would make the updated outlook more of a ceiling than a reset. The most relevant update here is SkyWest’s lowered 2026 earnings guidance tied to higher fuel expenses in its prorate segment, because it directly touches both the main catalyst and the primary risk. The story readers are weighing is simple: contracted regional flying and fleet upgrades on one side, and a more unpredictable fuel bill on the other. Q3 2026 results showed revenue of US$1,117.36m and net income of US$119.52m, with EPS still above US$3 even as guidance stepped down. That mix reinforces the idea that contracted flying, E175 expansion and block hour demand can support earnings power, while reminding you that fuel and maintenance constraints can quickly cap how much of that potential reaches the bottom line. SkyWest's analyst narrative points to revenue of US$5.1b and earnings of US$528.7m by 2029, based on an expected 6.7% yearly revenue growth rate and an earnings increase of about US$118.8m from current earnings of US$409.9m. Uncover why SkyWest's fair value indicates a 52% potential upside to its current price. This suggests a discount that could narrow quickly if sentiment shifts. NasdaqGS:SKYW 1-Year Stock Price Chart Exploring Other Perspectives For a very different angle on SkyWest, focus on partner dependence rather than fuel. The most cautious analysts worry that any pullback from major airlines could challenge the older view that revenue might reach about US$5.1b and earnings about US$528.7m by 2029. Those forecasts sit before this guidance cut, so opinions may shift as investors explore several viewpoints. Explore 2 other SkyWest fair value estimates, including one that suggests up to 1766% potential upside from the current price. Form Your Own Verdict Don't just follow the ticker; dig into the data and build a conviction that's truly your own.  A great starting point for your SkyWest research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. See our latest analysis for SkyWest. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate SkyWest's overall financial health at a glance.  Looking For More Investment Ideas Beyond SkyWest? If the SkyWest story has you considering what else might suit your approach, the Simply Wall St Screener can help you identify other companies with financial characteristics that align with your risk and return preferences.  If you want income potential on your watchlist, scan for higher yielding opportunities through the 5 dividend fortresses. If capital preservation is your priority, start with companies that show stronger resilience using the 29 resilient stocks with low risk scores. If you prefer financially sturdy businesses with cleaner balance sheets, focus your search with the list of solid balance sheet and fundamentals (24 results).  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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